Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Signature Wealth CEO Embraces 'Opposite' of AI: Concierge Service
By Jane Wollman RusoffIt's "a little counter-culture to the idea that everyone wants to be efficient and automated," Chip Munn says.
June 21, 2024
7 Things Advisors Need to Know About DivorceDivorce may be emotionally painful, but some of the financial suffering can be mitigated, experts say.
June 17, 2024
15 Most Expensive Private Colleges: 2024Tuition exceeds $65,000 a year at the 30 most expensive schools that The College Investor identified.
June 07, 2024
15 Most Livable Small and Midsize U.S. CitiesLivability.com used about 100 data points to rank cities with populations between 75,000 and 500,000.
June 04, 2024
How Millennials Can Reach Financial Wellness Through InsurancePaying for protection could give younger clients peace of mind.
June 03, 2024
Genworth Appeals LTCI Rate Ruling in MassachusettsBay State officials questioned the insurer's customer communications and premium needs analysis.
May 28, 2024
The Perils of Self-Funding Long-Term CareWhy cross market risk with a form of health risk that may require immediate liquidity?
May 16, 2024
How to Talk to Clients About Disability Insurance PlanningIt's a tough discussion but can include topics like income protection and cash flow, which are often top-of-mind for many individuals.